NMCAX Mutual Fund

NMCAX Mutual Fund

NAV$16.57
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Returns Overview

1 Month
-0.78%
3 Months
-5.32%
6 Months
+14.61%
YTD
+4.22%
1 Year
+0.52%
3 Years (annualized)
+10.10%
5 Years (annualized)
+2.15%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMCAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.22%
Peer Avg (YTD)
+6.72%
vs Peers
-2.50%

NMCAX Mutual Fund Performance

NMCAX performance across multiple time periods: 1-month -0.78%, YTD 4.22%, 1-year 0.52%, 3-year 10.10%, 5-year 2.15%, 10-year 10.26%.

NMCAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

NMCAX vs another fund shows side-by-side returns. NMCAX alternatives are available in the Mutual Fund Screener.